RapidStart CRM – Hashtags

Unique to RapidStart CRM is our own RapidStart Hashtags system. It works the same way you identify and classify items on Twitter, for example, “#interesting”

How to use RapidStart Hashtags

The get the most value from Hashtagging, first, you should understand the difference in categorization methods. The below example is an Account record opened to the Details tab.

(1) Many records have fields for structured categorization, like the optionset fields above.
(2) These would be used for specific filtering of data by a specific structure. Note that these “fixed” options can also be customized.

Hashtags

(1) There is a Hashtags section on the Summary Tab of most records. This record, for example, was previously Hashtagged with “#bigco” and “#connected”
(2) You can add more Hashtags by typing here.
Hashtags are an “Unstructured” way to categorize your data. Once you start Hashtagging records, it creates some interesting information that you can access on the Hashtags Dashboard.

Hashtags Dashboard

(1) To get the Hashtags dashboard, select Hashtags in the sidebar.
(2) You can switch to other Dashboards.
(3) This is a complete list of every record that has been Hashtagged, which can grow quite large over time (You can open any record by clicking on the blue links).
(4) You can sort or filter views for record types.
(5) Using the search box, you can filter down to only records that have been Hashtagged with what you are looking for.
(6) We have also provided some Hashtag Metrics

Hashtag Administration

Over time you may accumulate quite a few Hashtags. When typing in a new Hashtag, you are shown a list of existing Hashtags, but you may still need to perform some occasional maintenance, like merging, deleting, or renaming. A user with the Hashtags Administrator role can access the Hashtags Admin Dashboard.

(1) To get to the Hashtags Admin Dashboard, select Hashtags in the sidebar
(2) Select the Hashtags Admin Dashboard (If you do not see it, you probably do not have the Hashtags Admin role)
(3) This shows all of the Hashtags in use in your system.
(4) From this column, you can select one or more Hashtags.
(5) With the selected Hashtags, you have operations you can perform, like Merging or Deleting, etc.
(6) When you select to merge Hashtags, you will be given the option to choose the surviving Hashtag.